Skip to main content
Location Guide

Financial Advisers in Vale of White Horse

5 FCA-authorised advisers · South East · 5.0★ average Google rating

There are 5 FCA-authorised financial advisers in Vale of White Horse, South East. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Vale of White Horse advisers include Pensions, Retirement and Investments. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

Isis Financial Planners Limited

FCA Verified

Oxford, OX2

0.0 mi
5.0
(5)
Alternative InvestmentsPensionsRetirement+1

415 LLP

FCA Verified

Wantage, OX12

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2

Goldsmith Financial Solutions

FCA Verified

Harwell, OX11

0.0 mi
5.0
(1)
PensionsRetirementInvestments

Barker & Broad Ltd

FCA Verified

Abingdon, OX14

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsInvestments+2

Templeton Charterhouse Limited

FCA Verified

Abingdon, OX14

0.0 mi
MortgagesAlternative InvestmentsInvestments+2

Frequently Asked Questions — Financial Advisers in Vale of White Horse

How many FCA-authorised financial advisers are there in Vale of White Horse?

There are 5 FCA-authorised financial advisers listed in Vale of White Horse, South East. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Vale of White Horse?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Pensions, Retirement and Investments are common in Vale of White Horse), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Vale of White Horse?

Financial advisers in Vale of White Horse typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Vale of White Horse regulated?

Yes. All financial advisers in Vale of White Horse must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Vale of White Horse?

The most common financial advice needs among Vale of White Horse residents include Pensions, Retirement and Investments. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in South East